Distributing Call Sheets And Checking Responses
The Distribute section lists eligible contacts and records when a sheet was sent, opened and acknowledged. Sending should follow a saved and checked preview.
Before You Begin
Confirm email addresses and call-sheet eligibility in Contacts. Distribution is unavailable in a sandbox. Check the day, schedule and call information before sending.
Send The Sheet
- Open the day's Preview and check the saved output.
- Select Distribute.
- Review Has Email for each contact.
- Tick the contacts you need and select Send to Checked, or select Send beside one person.
- Read and confirm the displayed sending prompt.
- Use Send to All only when you intend to send to all eligible listed recipients.
- Check the sending result and the recipient table.
Contacts without an email cannot be checked or sent a sheet using the row's send control.
Follow Responses
The table separates Sent, Opened and Acknowledged. Not Opened and Not Acknowledged are separate states. The day's Overview also summarises Sent, Opened and Confirmed.
If you revise important day information after sending, save and preview it, then send the appropriate recipients an updated sheet. Do not assume an old acknowledgement means the revised instructions have been read.
Troubleshooting
If no contacts are selected, sending to checked recipients returns an error. If a person is missing, check Contact Can Recieve Callsheets and their email. A successful send action is not proof the email reached their inbox; use response information and follow up directly when necessary.